Job Title: Controller
Reports To: Chief Financial Officer
FLSA Status: Exempt
Job Code: Accounting and Finance
Summary Directs financial activities by performing the following duties personally or through subordinate supervisors.
Include the following. Other duties may be assigned.
Oversight of financial reporting on a monthly basis. Creates detailed general ledger schedules associated with the assigned profit centers to assist with audits, surveys, and tax return preparations. Meets deadlines associated with the month-end close process of assigned profit centers.
Leads annual budget process and the development of forecasts for profit centers throughout the year.
Responsible for communicating with customers and vendors to answer questions and resolve discrepancies associated with the profit centers. Serves as the liaison between senior management and producers and the accounting department.
Works with senior management including the CFO and others to improve the profitability and growth of the Agency.
Partners with other departments assist with evaluating acquisitions and to identify and eliminates non-value added activities within the Agency to improve operations. Acquisition due diligence and subsequent transition into existing operations.
Leads annual audit for the Agency financial statements. Arranges for audits of company's accounts. Assists auditors and TPA’s during audits by providing information and answering questions.
Responds to both internal and external customer information requests in a timely manner and ensuring customer satisfaction.
Recommends modifications to existing corporate programs. Analyzes financial statements in order to point out areas that can be improved upon for recording transactions, streamlining of procedures, and ways to increase the bottom line for assigned profit centers.
Prepares reports which summarize and forecast company business activity and financial position in areas of income, expenses, and earnings based on past, present, and expected operations.
Provides management with timely reviews of organization's financial status and progress in its various programs and activities.
Advises management on desirable operational adjustments due to tax code revisions.
Establishes relations with banks and other financial institutions. Responsible for cash management and or administration of banking websites associated with the accounts linked to the assigned profit centers.
Carries out supervisory responsibilities in accordance with the Agency's policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Master's degree (M. A.) or equivalent; or four to ten years related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations
Certified Public Account license
Must be able to travel 25% of the time.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to walk and use hands to finger, handle, or feel. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.